Convert PDF to Excel (Bank Statements, Invoices, and Reports)

Step by step

1. Open PDF to Excel on your computer or phone.
2. Select your PDF. It’s processed in your browser—your bank statement isn’t uploaded to any server.
3. Choose one sheet per page (best for long reports) or everything on one sheet (best for statements that continue across pages).
4. To convert only certain pages, enter them (e.g., 2-4). It’s faster, and your spreadsheet won’t include the cover page or footers.
5. Click Convert to Excel, check the preview, and download the .xlsx file.

Why the values are ready to sum

One of the most common problems when copying a PDF table into Excel is that numbers turn into text. For example, "1,234.56" gets left-aligned, and the sum returns zero. During conversion, each cell is interpreted using the US number format:

• Values such as 1,234.56, $-10.00, (5.00), or 35.90- are converted to numbers (and to negatives when indicated);
• Dates in mm/dd/yyyy format are converted to Excel dates, so you can filter by month;
• Percentages are converted to percentages;
• Codes with leading zeros (such as account or document numbers) stay as text, so the zeros aren’t lost.

When it doesn’t work (and what to do)

• Scanned PDF or photo of a statement: There’s no text to read. Run it through PDF OCR first, then convert the result.
• Password-protected PDF (common with credit card statements): use Unlock PDF with the password first.
• Descriptions that wrap onto two lines in the same cell will appear on two lines in the spreadsheet; join them in Excel if needed.
• Columns that are too close together may run into each other. Check the preview before downloading.

Tip: Use CSV to import into other systems

If you’re sending the spreadsheet to an accounting system, budgeting tool, or accountant, choose CSV. The file uses commas as separators, the standard format for US Excel, and keeps the values exactly as they appear in the PDF.

Frequently asked questions